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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,853 | $49,239+11.4% | $70,462-22.2% | $79,858-31.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.83% | 30.08%-20.2pp | 109.08%-99.2pp | 31.72%-21.9pp |
| Employer contribution / active EE | $6,775 | $2,100+222.6% | $2,737+147.5% | $2,471+174.2% |
| Participant deferral / active EE | $7,343 | $2,769+165.2% | $3,710+97.9% | $3,740+96.3% |
| Admin fee / account holder | $5,937 | $2,876+106.4% | $3,845+54.4% | $5,306+11.9% |